Tool tree
gradeNot graded
set_tax_yearAction
Set the tax year for this simplified T1 intake.
View tool JSON
{
"name": "set_tax_year",
"kind": "act",
"impl": "imperative",
"description": "Set the tax year for this simplified T1 intake.",
"inputSchema": {
"type": "object",
"properties": {
"taxYear": {
"type": "string",
"description": "filing context",
"enum": [
"2025",
"2024",
"2023"
]
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"taxYear"
]
}
}set_full_nameAction
Set the taxpayer full legal name for this simplified T1 intake.
View tool JSON
{
"name": "set_full_name",
"kind": "act",
"impl": "imperative",
"description": "Set the taxpayer full legal name for this simplified T1 intake.",
"inputSchema": {
"type": "object",
"properties": {
"fullName": {
"type": "string",
"description": "taxpayer identification"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"fullName"
]
}
}set_date_of_birthAction
Set the taxpayer date of birth for this simplified T1 intake.
View tool JSON
{
"name": "set_date_of_birth",
"kind": "act",
"impl": "imperative",
"description": "Set the taxpayer date of birth for this simplified T1 intake.",
"inputSchema": {
"type": "object",
"properties": {
"dateOfBirth": {
"type": "string",
"description": "taxpayer identification"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"dateOfBirth"
]
}
}set_provinceAction
Set the taxpayer province or territory of residence for the simplified T1 intake.
View tool JSON
{
"name": "set_province",
"kind": "act",
"impl": "imperative",
"description": "Set the taxpayer province or territory of residence for the simplified T1 intake.",
"inputSchema": {
"type": "object",
"properties": {
"province": {
"type": "string",
"description": "T1 identification",
"enum": [
"Ontario",
"British Columbia",
"Alberta",
"Quebec",
"Other"
]
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"province"
]
}
}set_marital_statusAnswer
Set marital status for the simplified T1 intake.
View tool JSON
{
"name": "set_marital_status",
"kind": "answer",
"impl": "imperative",
"description": "Set marital status for the simplified T1 intake.",
"inputSchema": {
"type": "object",
"properties": {
"status": {
"type": "string",
"description": "T1 identification",
"enum": [
"Single",
"Married",
"Common-law",
"Separated",
"Widowed"
]
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"status"
]
}
}set_dependantsAction
Set the number of dependants under 18 for the simplified T1 intake.
View tool JSON
{
"name": "set_dependants",
"kind": "act",
"impl": "imperative",
"description": "Set the number of dependants under 18 for the simplified T1 intake.",
"inputSchema": {
"type": "object",
"properties": {
"count": {
"type": "number",
"description": "family information"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"count"
]
}
}set_spouse_net_incomeAction
Set spouse or common-law partner net income for this simplified T1 intake when applicable.
View tool JSON
{
"name": "set_spouse_net_income",
"kind": "act",
"impl": "imperative",
"description": "Set spouse or common-law partner net income for this simplified T1 intake when applicable.",
"inputSchema": {
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "spouse tax summary"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"amount"
]
}
}set_employment_incomeAction
Set employment income for T1 line 10100, usually sourced from T4 Box 14.
View tool JSON
{
"name": "set_employment_income",
"kind": "act",
"impl": "imperative",
"description": "Set employment income for T1 line 10100, usually sourced from T4 Box 14.",
"inputSchema": {
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "T4 Box 14"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"amount"
]
}
}set_income_tax_deductedAction
Set total income tax deducted for T1 line 43700, usually sourced from T4 Box 22.
View tool JSON
{
"name": "set_income_tax_deducted",
"kind": "act",
"impl": "imperative",
"description": "Set total income tax deducted for T1 line 43700, usually sourced from T4 Box 22.",
"inputSchema": {
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "T4 Box 22"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"amount"
]
}
}set_other_incomeAction
Set other income not covered by employment income in this simplified T1 intake.
View tool JSON
{
"name": "set_other_income",
"kind": "act",
"impl": "imperative",
"description": "Set other income not covered by employment income in this simplified T1 intake.",
"inputSchema": {
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "other slips or notes"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"amount"
]
}
}set_rrsp_deductionAction
Set the RRSP deduction claim for T1 line 20800.
View tool JSON
{
"name": "set_rrsp_deduction",
"kind": "act",
"impl": "imperative",
"description": "Set the RRSP deduction claim for T1 line 20800.",
"inputSchema": {
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "RRSP contribution receipt"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"amount"
]
}
}set_union_duesAction
Set annual union, professional, or like dues for T1 line 21200.
View tool JSON
{
"name": "set_union_dues",
"kind": "act",
"impl": "imperative",
"description": "Set annual union, professional, or like dues for T1 line 21200.",
"inputSchema": {
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "T4 Box 44 or receipt"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"amount"
]
}
}set_medical_expensesAction
Set eligible medical expenses for T1 line 33099 in this simplified intake.
View tool JSON
{
"name": "set_medical_expenses",
"kind": "act",
"impl": "imperative",
"description": "Set eligible medical expenses for T1 line 33099 in this simplified intake.",
"inputSchema": {
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "medical receipts"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"amount"
]
}
}set_charitable_donationsAction
Set donations and gifts for T1 line 34900.
View tool JSON
{
"name": "set_charitable_donations",
"kind": "act",
"impl": "imperative",
"description": "Set donations and gifts for T1 line 34900.",
"inputSchema": {
"type": "object",
"properties": {
"amount": {
"type": "number",
"description": "donation receipts"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"amount"
]
}
}set_notesAction
Set additional notes or clarifications for the simplified T1 intake.
View tool JSON
{
"name": "set_notes",
"kind": "act",
"impl": "imperative",
"description": "Set additional notes or clarifications for the simplified T1 intake.",
"inputSchema": {
"type": "object",
"properties": {
"notes": {
"type": "string",
"description": "taxpayer notes"
},
"reason": {
"type": "string",
"description": "Short explanation for why this value was chosen from the source material."
},
"sourceSnippet": {
"type": "string",
"description": "Brief evidence snippet from the source used to support this value."
},
"needsConfirmation": {
"type": "boolean",
"description": "Set true when the value is a best guess or the source is ambiguous and needs user confirmation."
}
},
"required": [
"notes"
]
}
}